Castleview Partners, LLC Ishares Tr Residential And Mul Transaction History

Castleview Partners, LLC

$145 Million
Q4 2025

A detailed history of Castleview Partners, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Castleview Partners, LLC holds 2,651 shares of REZ stock, worth $223,611. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,651

Previous 5,831 54.54%

Holding current value

$223,611

Previous $495,000 54.95%

% of portfolio

0.15%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$81.26 - $85.37 $258,406 - $271,476	-3,180 Reduced 54.54%	2,651 $223,000
Q3 2025 Oct 10, 2025	BUY	$81.06 - $85.23 $132,127 - $138,924	1,630 Added 38.8%	5,831 $495,000
Q2 2025 Jul 15, 2025	BUY	$76.14 - $86.35 $84,286 - $95,589	1,107 Added 35.78%	4,201 $345,000
Q1 2025 Apr 21, 2025	BUY	$78.21 - $88.48 $30,658 - $34,684	392 Added 14.51%	3,094 $267,000
Q4 2024 Jan 21, 2025	BUY	$79.04 - $89.77 $3,082 - $3,501	39 Added 1.46%	2,702 $218,000

Q3 2024 Oct 21, 2024	SELL	$76.42 - $91.19 $213,517 - $254,784	-2,794 Reduced 51.2%	2,663 $236,000
Q2 2024 Jul 31, 2024	BUY	$68.06 - $77.1 $283,401 - $321,044	4,164 Added 322.04%	5,457 $420,000
Q1 2024 May 09, 2024	BUY	$67.66 - $74.45 $87,484 - $96,263	1,293 New	1,293 $93,000

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.91M

Call Options Held

Put Options Held

7.8K

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Castleview Partners, LLC Ishares Tr Residential And Mul Transaction History